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Univest Financial (UVSP) Institutional Ownership

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$29.59 -0.40 (-1.33%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Univest Financial (NASDAQ:UVSP)

Current
Institutional Ownership
Percentage
75.07%
Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$58.91M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$37.92M
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UVSP Institutional Buying and Selling by Quarter

Univest Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.2,665$76K0.0%+545.3%0.009%
5/19/2025 Jane Street Group LLC51,728$1.47M0.0%N/A0.179%
5/16/2025 Empowered Funds LLC102,517$2.91M0.0%+4.2%0.355%
5/16/2025 Goldman Sachs Group Inc.224,241$6.36M0.0%-16.4%0.776%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,171$487K0.0%+4.3%0.059%
5/16/2025 Bridgeway Capital Management LLC202,654$5.75M0.1%+2.1%0.702%
5/16/2025 AQR Capital Management LLC307,447$8.72M0.0%-0.6%1.065%
5/15/2025 First Manhattan CO. LLC.12,434$353K0.0%-2.6%0.043%
5/15/2025 Panagora Asset Management Inc.42,782$1.21M0.0%+82.6%0.148%
5/15/2025 The Manufacturers Life Insurance Company 1,282,311$36.37M0.0%+6.5%4.440%
5/15/2025 Trexquant Investment LP17,796$505K0.0%+81.3%0.062%
5/14/2025 Ieq Capital LLC8,074$229K0.0%N/A0.028%
5/14/2025 Keeley Teton Advisors LLC20,719$588K0.1%+36.4%0.072%
5/14/2025 Rafferty Asset Management LLC16,184$459K0.0%-22.6%0.056%
5/14/2025 Apexium Financial LP15,352$435K0.0%+3.4%0.053%
5/14/2025 Hotchkis & Wiley Capital Management LLC308,430$8.75M0.0%-21.1%1.068%
5/14/2025 Smartleaf Asset Management LLC39,166$1.12M0.1%+33.4%0.136%
5/14/2025 AlphaQuest LLC7,207$204K0.0%-50.5%0.025%
5/13/2025 Northern Trust Corp329,991$9.36M0.0%-2.7%1.143%
5/13/2025 State of New Jersey Common Pension Fund D89,764$2.55M0.0%+3.1%0.311%
5/13/2025 American Century Companies Inc.682,823$19.37M0.0%+8.0%2.364%
5/12/2025 Nuveen LLC119,324$3.38M0.0%N/A0.413%
5/12/2025 Invesco Ltd.79,265$2.25M0.0%-7.7%0.274%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.26,792$760K0.0%+8.4%0.093%
5/12/2025 Swiss National Bank56,278$1.60M0.0%-1.4%0.195%
5/9/2025 Deutsche Bank AG25,932$735K0.0%-9.0%0.090%
5/9/2025 Charles Schwab Investment Management Inc.235,701$6.68M0.0%-3.9%0.816%
5/9/2025 Vanguard Group Inc.1,695,235$48.08M0.0%+4.3%5.870%
5/9/2025 PNC Financial Services Group Inc.5,872$167K0.0%+22.4%0.020%
5/8/2025 UNIVEST FINANCIAL Corp520,580$14.76M1.0%-2.1%1.803%
5/8/2025 XTX Topco Ltd7,796$221K0.0%N/A0.027%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 7,459$212K0.0%-37.0%0.026%
5/6/2025 Royce & Associates LP131,336$3.73M0.0%-28.0%0.453%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH12,745$361K0.0%N/A0.044%
5/5/2025 Allianz Asset Management GmbH174,631$4.95M0.0%N/A0.602%
5/5/2025 Hussman Strategic Advisors Inc.42,000$1.19M0.3%N/A0.145%
5/2/2025 Pzena Investment Management LLC1,143,141$32.42M0.1%-0.5%3.942%
5/2/2025 Bailard Inc.8,000$227K0.0%-62.1%0.028%
5/2/2025 Victory Capital Management Inc.29,350$832K0.0%+4.1%0.101%
5/1/2025 CWM LLC8,794$249K0.0%+26.6%0.030%
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4/29/2025 Bank of New York Mellon Corp150,845$4.28M0.0%-0.8%0.520%
4/29/2025 Leeward Investments LLC MA360,025$10.21M0.5%-4.2%1.241%
4/28/2025 Teacher Retirement System of Texas34,887$989K0.0%-37.9%0.120%
4/28/2025 BLB&B Advisors LLC25,417$721K0.0%+6.3%0.088%
4/17/2025 Janney Montgomery Scott LLC7,383$209K0.0%-70.1%0.025%
4/16/2025 Wealth Enhancement Advisory Services LLC9,751$277K0.0%+10.2%0.034%
4/16/2025 Everhart Financial Group Inc.28,449$807K0.1%+2.9%0.098%
4/15/2025 Assenagon Asset Management S.A.100,197$2.84M0.0%-13.3%0.345%
4/15/2025 SG Americas Securities LLC20,108$570K0.0%+107.7%0.069%
4/14/2025 Wedge Capital Management L L P NC26,797$760K0.0%+15.3%0.092%
4/11/2025 Insight Advisors LLC PA23,500$666K0.1%+100.0%0.081%
4/8/2025 Rhumbline Advisers44,953$1.28M0.0%-3.9%0.155%
4/7/2025 GAMMA Investing LLC11,798$335K0.0%+5,981.4%0.041%
3/18/2025 California State Teachers Retirement System27,224$803K0.0%-1.5%0.094%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC43,946$1.30M0.0%-7.9%0.151%
2/17/2025 Two Sigma Investments LP31,072$917K0.0%-36.7%0.107%
2/17/2025 Two Sigma Advisers LP40,880$1.21M0.0%-31.0%0.141%
2/17/2025 Rafferty Asset Management LLC20,901$617K0.0%+8.7%0.072%
2/17/2025 ProShare Advisors LLC8,148$240K0.0%N/A0.028%
2/17/2025Nuveen Asset Management LLC136,397$4.03M0.0%-20.5%0.470%
2/17/2025 Millennium Management LLC19,297$569K0.0%-33.7%0.066%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.16,468$486K0.0%+3.9%0.057%
2/17/2025 Deutsche Bank AG28,505$841K0.0%+57.0%0.098%
2/17/2025 Bridgeway Capital Management LLC198,567$5.86M0.1%-8.4%0.684%
2/17/2025 Cary Street Partners Financial LLC11,988$354K0.0%N/A0.041%
2/17/2025 Bank of America Corp DE132,333$3.91M0.0%+23.1%0.456%
2/17/2025 BNP Paribas Financial Markets23,840$704K0.0%+94.1%0.082%
2/17/2025 Ameriprise Financial Inc.398,475$11.76M0.0%+189.8%1.372%
2/14/2025 Comerica Bank6,648$196K0.0%-10.8%0.023%
2/14/2025 AQR Capital Management LLC309,248$9.13M0.0%-4.5%1.065%
2/14/2025 Northern Trust Corp339,290$10.01M0.0%+2.8%1.168%
2/14/2025 The Manufacturers Life Insurance Company1,204,530$35.55M0.0%+6.7%4.147%
2/14/2025 Tudor Investment Corp ET AL39,593$1.17M0.0%+68.8%0.136%
2/14/2025 Two Sigma Securities LLC11,304$334K0.0%N/A0.039%
2/14/2025 Voya Investment Management LLC10,043$296K0.0%-8.0%0.035%
2/14/2025 Price T Rowe Associates Inc. MD32,910$972K0.0%+5.6%0.113%
2/14/2025 State of Tennessee Department of Treasury8,284$244K0.0%N/A0.029%
2/14/2025 Tower Research Capital LLC TRC1,003$30K0.0%+161.2%0.003%
2/14/2025 MetLife Investment Management LLC17,559$518K0.0%+5.8%0.060%
2/14/2025 Dimensional Fund Advisors LP1,973,468$58.24M0.0%+0.0%6.796%
2/13/2025 CANADA LIFE ASSURANCE Co3,940$116K0.0%-31.5%0.014%
2/13/2025 Zacks Investment Management9,793$289K0.0%N/A0.034%
2/13/2025 Keeley Teton Advisors LLC15,192$448K0.1%-13.7%0.052%
2/13/2025 Barclays PLC73,185$2.16M0.0%+9.9%0.252%
2/13/2025 Sterling Capital Management LLC18,216$538K0.0%+4.7%0.063%
2/13/2025 LSV Asset Management14,900$440K0.0%-29.0%0.051%
2/13/2025 Raymond James Financial Inc.77,891$2.30M0.0%N/A0.268%
2/13/2025 Martingale Asset Management L P77,877$2.30M0.1%+8.9%0.268%
2/13/2025 Renaissance Technologies LLC628,689$18.55M0.0%-3.4%2.165%
2/13/2025 Legal & General Group Plc28,530$842K0.0%+1.9%0.098%
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2/13/2025 Invesco Ltd.85,901$2.54M0.0%+4.0%0.296%
2/13/2025 Wells Fargo & Company MN18,698$552K0.0%+24.7%0.064%
2/12/2025 ExodusPoint Capital Management LP19,633$579K0.0%N/A0.068%
2/12/2025 Endeavour Capital Advisors Inc.242,084$7.14M2.3%-11.4%0.834%
2/12/2025 Trexquant Investment LP9,816$290K0.0%N/A0.034%
2/12/2025 Geode Capital Management LLC702,572$20.74M0.0%-0.3%2.419%
2/12/2025 Arrowstreet Capital Limited Partnership239,059$7.06M0.0%+1.6%0.823%
2/12/2025 Pacific Ridge Capital Partners LLC22,096$652K0.1%-20.8%0.076%
2/12/2025 JPMorgan Chase & Co.139,102$4.11M0.0%+34.4%0.479%
2/12/2025 UNIVEST FINANCIAL Corp531,828$15.69M1.0%+0.1%1.831%
(Data available from 1/1/2016 forward)

UVSP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UVSP shares?

During the previous two years, 131 institutional investors and hedge funds held shares of Univest Financial. The most heavily invested institutionals were FMR LLC ($73.80M), Dimensional Fund Advisors LP ($58.24M), Vanguard Group Inc. ($48.08M), The Manufacturers Life Insurance Company ($36.37M), Pzena Investment Management LLC ($32.42M), State Street Corp ($24.58M), and Geode Capital Management LLC ($20.74M).Learn more on UVSP's institutional investors.

What percentage of Univest Financial stock is owned by institutional investors?

75.07% of Univest Financial stock is owned by institutional investors. Learn more on UVSP's institutional investor holdings.

Which institutional investors have been buying Univest Financial stock?

Of the 105 institutional investors that purchased Univest Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($322.11K), Ameriprise Financial Inc. ($260.99K), American Century Companies Inc. ($239.85K), AQR Capital Management LLC ($214.57K), Assenagon Asset Management S.A. ($188.13K), Allianz Asset Management GmbH ($174.63K), and Raymond James Financial Inc. ($155.78K).

How much institutional buying is happening at Univest Financial?

Institutional investors have bought a total of 3,469,903 shares in the last 24 months. This purchase volume represents approximately $84.64M in transactions.

Which Univest Financial major shareholders have been selling company stock?

Of the 67 institutional investors that sold Univest Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($508.02K), Pzena Investment Management LLC ($418.11K), The Manufacturers Life Insurance Company ($410.99K), Assenagon Asset Management S.A. ($171.21K), Dimensional Fund Advisors LP ($146.45K), Hotchkis & Wiley Capital Management LLC ($140.48K), and Royce & Associates LP ($139.39K).

How much institutional selling is happening at Univest Financial?

Institutional investors have sold a total of 2,996,335 shares in the last 24 months. This volume of shares sold represents approximately $68.52M in transactions.



This page (NASDAQ:UVSP) was last updated on 5/22/2025 by MarketBeat.com Staff
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